KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.75B
AUM Growth
+$522M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.2M
3
+$25.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$18.8M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$12.9M

Top Sells

1
+$43.2M
2
+$25.8M
3
+$12.9M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$10.4M
5
FNF icon
Fidelity National Financial
FNF
+$9.66M

Sector Composition

1 Technology 12.97%
2 Financials 5.62%
3 Consumer Discretionary 5.43%
4 Healthcare 5.36%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.7M 0.77%
442,319
-26,424
27
$35.9M 0.76%
131,225
+15,517
28
$34.9M 0.74%
432,620
+410,933
29
$34.5M 0.73%
1,288,812
-15,812
30
$34.1M 0.72%
68,959
+6,732
31
$33.4M 0.7%
143,658
+6,974
32
$32.9M 0.69%
736,429
+419,857
33
$30.3M 0.64%
505,391
+182,844
34
$28M 0.59%
182,046
+36,245
35
$27.1M 0.57%
326,982
+147,833
36
$27M 0.57%
58,578
+19,492
37
$26.9M 0.57%
279,407
+268,160
38
$25.9M 0.55%
63,979
-520
39
$24.9M 0.52%
118,095
+2,839
40
$24.9M 0.52%
43,340
+11,451
41
$24.7M 0.52%
152,256
+5,306
42
$24.1M 0.51%
41,754
+1,893
43
$23.9M 0.5%
542,485
-978,729
44
$23.9M 0.5%
41,766
+2,588
45
$23.4M 0.49%
469,900
+152,446
46
$23.1M 0.49%
235,711
+73,876
47
$20.6M 0.43%
156,461
-24,460
48
$20.3M 0.43%
201,912
-6,861
49
$19.4M 0.41%
117,134
+15,901
50
$19.4M 0.41%
244,904
-36,271
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